Filings through Oct 24, 2026.

Retirement plan

Greater Akron Chamber of Commerce Multiple Employer 401(k) Plan

Name: GREATER AKRON CHAMBER OF COMMERCE - GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN (2025) Form 5500
Creator: GREATER AKRON CHAMBER OF COMMERCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER AKRON CHAMBER OF COMMERCE MULTIPLE EMPLOYER 401(K) PLAN, GREATER AKRON CHAMBER OF COMMERCE

Greater Akron Chamber of CommerceEIN 34-1156576Plan #001PY 2025

388 S MAIN STREET SUITE 205 - AKRON, OH 44311330-237-1210

Prospect flagsFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 15 funds, $28.9M

How to read this page

Total assets (EOY)

$41M

+39.7% from 2024

Total participants

1,585

+15.2% from 2024

Average account balance

$33,677

+22.6% from 2024

Annual return

38.08%

+13.00 pp from 2024

Benchmarks

See 298 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort298 peers

Snapshot2025

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Analytics

See the 5-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS4 years Service code 15 · EIN 13-3689044	Recordkeeping	$109,585
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143	Advisory (Plan)	$101,364
REA & ASSOCIATES4 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124	Recordkeeping	$52,314
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998	Bank Trustee	$500

Fund lineup

CSV with Pro

15 funds of $250K or more; 14 lines in all, holding $28.9M of the plan's $29.3M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).

In collective trusts4%median 0% for plans of $5M to $50M (35,181 plans)

In index funds94%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series91%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages	Vanguard	Mutual fund	$26.3M	91.0%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$786K	2.7%
NT Collective S&P 500 Index Fund - DC - NL Tier 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$782K	2.7%
Preservation Strategy Account Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$274K	0.9%
MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust	MFS (Sun Life)	Collective trust	$263K	0.9%
MFS Value Class CT MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$132K	0.5%
BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund	BlackRock	Mutual fund	$70K	0.2%
Northern Trust Extended Equity Market Index Fund NL - Tier 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$67K	0.2%
Wilmington Trust EuroPacific Growth CT Capital Group · Other	Capital Group	Other	$65K	0.2%
Northern Trust ACWI EX-US IMI Index NL Tier 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$43K	0.1%

See the other 4 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2J2K2F2G3D2T2S2U3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$263K

$197 / participant

Recordkeeping$161K61.2%
Investment mgmt$101K38.6%
Other trustee fees$5000.2%

% of EOY assets

0.641%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MALONEY + NOVOTNY LLC
Auditor EIN: 340677006
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4 years

Service code 15 · EIN 13-3689044

Recordkeeping

$109,585

CAPFINANCIAL PARTNERS LLC4 years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27 · EIN 26-0058143

Advisory (Plan)

$101,364

REA & ASSOCIATES4 years

Filed as: REA & ASSOCIATES, INC.

Service code 15 · EIN 34-1310124

Recordkeeping

$52,314

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA TRUST COMPANY

Service code 21 · EIN 42-0947998

Bank Trustee

$500

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 12 vintages

$26.3M

91.0%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$786K

2.7%

NT Collective S&P 500 Index Fund - DC - NL Tier 4

Northern Trust · Collective trust

Index

$782K

2.7%

Preservation Strategy Account Fund

Manager not matched · Mutual fund

$274K

0.9%

MFS Mid Cap Growth Fund CT

MFS (Sun Life) · Collective trust

$263K

0.9%

MFS Value Class CT

MFS (Sun Life) · Mutual fund

$132K

0.5%

BlackRock Total Return Fund Class K Shares

BlackRock · Mutual fund

$70K

0.2%

Northern Trust Extended Equity Market Index Fund NL - Tier 4

Northern Trust · Collective trust

Index

$67K

0.2%

Wilmington Trust EuroPacific Growth CT

Capital Group · Other

$65K

0.2%

Northern Trust ACWI EX-US IMI Index NL Tier 4

Northern Trust · Collective trust

Index

$43K

0.1%

Greater Akron Chamber of Commerce Multiple Employer 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Greater Akron Chamber of Commerce Multiple Employer 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion